Twilio Inc (STU:TWH)
€ 102.52 0.5 (0.49%) Market Cap: 16.46 Bil Enterprise Value: 14.96 Bil PE Ratio: 0 PB Ratio: 2.06 GF Score: 75/100

Twilio Inc at Cowen TMT Conference (Virtual) Transcript

May 28, 2020 / 06:30PM GMT
Release Date Price: €174.5 (+0.28%)
James Derrick Wood
Cowen and Company, LLC, Research Division - MD & Senior Software Analyst

Great. Good afternoon, everyone. I'm Derrick Wood, senior research analyst covering software at Cowen. And today, we have Twilio, Andrew Zilli, VP of Investor Relations, and thanks, everyone, for joining. As a reminder, if you do have a question, you can submit it through the web app, and I can ask the questions as we go along. And Andrew, thanks for joining us.

Andrew Zilli
Twilio Inc. - VP of IR

Absolutely. Glad to do it. And thanks, everybody, for joining as well.

James Derrick Wood
Cowen and Company, LLC, Research Division - MD & Senior Software Analyst

Yes. So certainly exciting times with Twilio. There's no shortage of things to talk about, so let's get right in.

Maybe just a quick overview on the quarter. It was a good quarter. You guys talked about strength in April. You did have some differences between verticals in terms of what you saw. But how would you characterize how March and April trended

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